Financial Adviser · BRISBANE, QLD

Robert Holle

29 Years experience
ASIC Registered · ADV 001005712

Robert Holle is a financial adviser based in Brisbane, Queensland, with 29 years of experience in the financial services industry. Robert is currently authorised under Bell Potter Securities Limited. Robert holds authorisations to advise on managed investments, securities, derivatives and deposit products. Their qualifications include a Master of Business Administration from Bond University. Robert is a member of Stockbrokers and Investment Advisers Association (SIAA).

Authorised to Advise On

Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Qualifications and Training

1997
Master of Business Administration
Bond University
1998
Accredited Derivatives Adviser Level 2 Exam
Australian Stock Exchange
2001
Graduate Diploma in Applied Finance and Investment
Securities Institute Education
2002
Managed Investments & Superannuation Module
Securities Institute Education
2010
Margin Lending Accreditation Program
Stockbrokers Association of Australia (SAA)

Registration History

May 2017 - Present Current
Mar 2004 - Apr 2017 Ceased
Derivatives: Authorised to provide personal financial product advice to retail clients as a Level 2 ASIC Accredited Derivatives Adviser for Exchanged Traded Options.

Source: ASIC Financial Advisers Register